Senior Wealth Portfolio Manager

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

We are seeking a dynamic Wealth Manager to join our team. This role will involve managing client relationships, providing investment advice, and delivering exceptional customer service.The ideal candidate will have 2-3 years of experience in wealth management, mutual funds, or equity, with a proven track record of handling high net worth clients.They will be...

Strategic Wealth Management SpecialistOur organization is seeking an experienced Strategic Wealth Management Specialist to join our team. This is a key role within the wealth management division, responsible for providing high-level financial guidance and solutions to high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with...

About Our Wealth Team:We're reimagining wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.Our team has deep experience across finance, product, and technology, backed by world-class investors.Since our inception, over 100,000 clients...

Unlock Global Investing OpportunitiesAs a seasoned professional, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the...

Key Job Responsibilities:Strategic Relationship DevelopmentBuild and manage strategic relationships with high net worth individuals (HNIs) and family offices to drive business growth.Investment Advisory & Product DistributionOffer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Job OpportunityWe are seeking a seasoned professional to join our team as Senior Vice President of Wealth Management. This individual will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.Key ResponsibilitiesEstablish...

Wealth Manager PositionThis position involves managing client relationships to enhance and acquire Assets Under Management (AUM).Key Responsibilities:Align AUM according to the client's strategy while reducing risk, costs, & tax implications. Enhance desired returns & manage volatility of the portfolio.Ensure client satisfaction in all engagements.Acquire...

We are seeking a Senior Financial Planner to serve as a trusted advisor to affluent clients. The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.About the RoleThis is a dynamic opportunity to...

Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key Responsibilities:Provide tailored advice to clients to help them achieve their financial goals.Develop and...